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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,973 | $232,540-91.8% | $185,117-89.8% | $147,586-87.1% |
| Participation rate | 42.1% | 82.4%-40.2pp | 77.3%-35.2pp | 82.8%-40.7pp |
| Annual return | 41.83% | 43.03%-1.2pp | 40.50%+1.3pp | 578.59%-536.8pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,536 | $5,834-56.5% | $5,045-49.7% | $5,439-53.4% |
| Admin fee / account holder | $252 | $10,275-97.5% | $8,159-96.9% | $10,886-97.7% |